We’re Farmers, Not Hunters – How to Become a Client’s Lender for Life (With David Kakish) – Episode 182

Individual Effort, Team Approach: Driving Mortgage Business with Branding (With Hunter Bolling) – 189: EPM TAG 2024 Presents: Broker to Broker, Episode 189! Join host Marc Summers, as he learns how branding and consistency organically grew a mortgage business $22M within two years, as he’s joined by Hunter Bolling, by Broker-to-Broker

34 min listen

Generosity at Work: The Link Between Selflessness and Success (With Kristin O’Neil) – Episode 188: Fuse National Conference presents: Broker to Broker, episode 188! Join host Marc Summers and learn to better assist Self-Employed borrowers, mindset for 2024's market, and how selflessness creates success in your communities, by Broker-to-Broker

31 min listen

Education is Everything: Marketing, Client Education, and Wholesale Recruiting(With Mike Cox) – Episode 187: RCN Presents: Broker To Broker, Episode 187! In this instant-classic episode, host Marc Summers is joined by the CEO of Mortgage Nerds, Mike Cox! Don’t miss Mike’s proven advice & strategies for stepping up broker marketing, organic lead generation, by Broker-to-Broker

40 min listen

The Loan-Processing Mindset: Selflessly Doing What Retail Can’t (With Cheryl Dempsey, CEO of Coastal Breeze Processing) – Episode 186: Season 4 of Broker To Broker is officially in full swing, as host Marc Summers is joined by the President and CEO of Summit Lending, Darren Copeland. In this episode, Darren graciously shares a comprehensive coaching on how to recruit, train, empower, by Broker-to-Broker

28 min listen

Mortgage Leadership Mindset: Finding the Right Talent, and Delegate (With Darren Copeland) – Episode 185: Season 4 of Broker To Broker is officially in full swing, as host Marc Summers is joined by the President and CEO of Summit Lending, Darren Copeland. In this episode, Darren graciously shares a comprehensive coaching on how to recruit, train, empower, by Broker-to-Broker

32 min listen

Thriving and Surviving: Strategies for Every Mortgage Market (With Jonathon Haddad) – Episode 184: It’s the Season 4 premiere of Broker to Broker podcast, and we’re kicking it off from the top! Host Marc Summers is back, joined in a momentous conversation with none other than the CEO of AIME, Jonathan Haddad. by Broker-to-Broker

29 min listen

Thriving and Surviving: Strategies for Every Mortgage Market (With Joanne Russell) – Episode 183: Joanne Russell's experience makes her wealth of knowledge, wisdom, and perspective on all forms of mortgage markets, especially as Brokers everywhere are preparing for the coming year. Joanne shares how to persevere through the tougher markets, by Broker-to-Broker

32 min listen

Find Your Why: How to Establish Your Place in the Mortgage Industry (with Fadi Sankari) – Episode 181: Fadi Sankari is an entrepreneur through and through, inhibiting the ‘entrepreneurial spirit’ in everything he does. Throughout the episode, he reminisces about many failed business ventures before he entered into Wholesale mortgage, by Broker-to-Broker

35 min listen

The Business of Helping People: Using Existing Resources to Help Veteran Homebuyers (With Elizabeth Cassidy) – Episode 180: In this special Salute To Service: Veteran Advocacy Week episode, host Marc Summers gets a comprehensive breakdown of how to become a VA expert, as he’s joined by Fuse VI Panelist, Elizabeth Cassidy, Mortgage Broker with Future Home Loans. by Broker-to-Broker

34 min listen

Creative Homebuyer Education: Adapting to the Changing Mortgage Market (With Jessica Wells) – Episode 179: In this episode of Broker to Broker, host Marc Summers is joined by Fuse VI panelist Jessica Wells, Broker Owner of Clear Choice Mortgage. Jessica proves her expertise, and why she was a Fuse panelist this year, by Broker-to-Broker

30 min listen

Broker is a Good Word: How We Fight for Our Homebuyers (With Lindsay McCoy) – Episode 178: In this episode of Broker to Broker, host JP Hussey is joined by Fuse VI panelist Lindsay McCoy, Broker Owner of Care Finance Group. They cover many topics in this episode, like how to create and curate the best tech stack for your operations, by Broker-to-Broker

44 min listen

Planning, Educating, and Following Up: Becoming a Top Producer, and Staying a Top Producer (With Major Singleton) – Episode 177: In this episode, Major Singleton, Broker/Owner of Major Money Matters, powered by Edge Home Finance, breaks down his approach, and his strategy for getting to the top, and remaining at the top. His biggest focus is on education; not just getting in fro... by Broker-to-Broker

20 min listen

Retail, Correspondent, or Broker: What 24 Years in Mortgage Looks Like (With Michael Most) – Episode 176: In this compelling episode of Broker to Broker, Marc Summers sits down with Michael Most, a seasoned originator with 24 years of experience in the mortgage industry and a dedicated advocate for the Orthodox Jewish community. by Broker-to-Broker

31 min listen

Episode 175: The Entrepreneurial Spirit: The Freedom & Control to Thrive in the Mortgage Industry: In this episode of Broker to Broker, host JP Hussey is joined by CEO of Dwell Mortgage and upcoming Fuse VI Spotlight Speaker, Shane Kidwell. Shane has only joined the broker channel at the start of 2023, and he’s already making waves. Shane’s hunger, by Broker-to-Broker

36 min listen

Episode 174: The Fuse VI Countdown Special: Marc & JP reflect on their first Fuse experiences, uncover how it's evolved, discuss their tips for first-time attendees, and recount memories both fun and career-altering. by Broker-to-Broker

27 min listen

Episode 173: Repurposing the Wheel: Easy Steps to Grow Your Audience, Network, and Mortgage Business: If you’re looking to grow or scale your audience, your network, and your business, this is a must-listen episode. Braiden has maximized his business by itemizing his processes and optimizing his tech stack. by Broker-to-Broker

32 min listen

Episode 172: Connecting Mortgage Peers: The Processor Perspective: This is an essential listen for Brokers, as Gina breaks down how to collaborate with your Processors, set expectations, and work as a unit to ensure your clients have the best experience possible. The systemic issues for Processors are addressed, by Broker-to-Broker

30 min listen

Episode 171: Consistency is King: How a Mentality Change Can Revolutionize Your Mortgage Business: Andrew has his hands in a lot of projects. He’s been a broker for a long time, but only within the last five years did he open his own brokerage. He just moved to a new office location. He’s just now hitting his stride on social media marketing. by Broker-to-Broker

39 min listen

Episode 169: Your Brand Speaks Highly of You, Even When You’re Not There w/ Samantha Shelton: Samantha’s story is one shared by many in our community, one of constant growth; starting with her own business, to nurturing and ensuring the success of others under her leadership. Starting in the Retail channel, by Broker-to-Broker

30 min listen

Episode 168: From Mortgage Underwriter to Broker: Working as a Team w/ Ethan Hough, Broker with One Stop Financial Group, LLC: Ethan has had a very interesting career path that is very useful to his longevity and effectiveness as a mortgage broker; he became a broker after eight years of working as an underwriter. Because of his prior career, Ethan’s skills, knowledge, prep, by Broker-to-Broker

37 min listen

Episode 168: From Mortgage Underwriter to Broker: Working as a Team w/ Ethan Hough, Broker with One Stop Financial Group, LLC: Ethan has had a very interesting career path that is very useful to his longevity and effectiveness as a mortgage broker; he became a broker after eight years of working as an underwriter. Because of his prior career, Ethan’s skills, knowledge, prep, by Broker-to-Broker

46 min listen

Episode 167: Mindset, Leadership, and Connection – Developing Relationships and Generating Mortgage Leads by Showing Up w/ Paige Hernandez, Heritage MTG Inc.: Paige has had a life-long history in the real estate industry, growing up with her mother owning a real estate company, working numerous jobs around many different facets of mortgage, housing, and real estate, by Broker-to-Broker

33 min listen

Episode 166: Creating an Efficient, Repeatable Process For Your Brokerage w/ Cameron Harper, Broker Owner of California Mortgage Lending: Cameron is high-energy, and high efficiency. This episode covers a lot of processes and procedures and marketing topics, and Cameron shares his effective strategies, execution processes, and their incredible results. by Broker-to-Broker

48 min listen

Episode 165: Mutual Support as a Mortgage Lead Generation Model w/ Kevin Oto, Broker Owner of Green Haven Capital Inc: On this episode of Broker to Broker, host Marc Summers is joined by Broker Owner of Green Haven Capital, Kevin Oto. Kevin is a master of setting up a system that works. From starting with a few staff members working out of a bedroom, by Broker-to-Broker

27 min listen

Episode 164: Proving Yourself as an Enduring Resource, Generating Evergreen Mortgage Leads w/ Kurt Strandson, Broker Owner of Pinnacle Mortgage Corp.: On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Pinnacle Mortgage Corp, Kurt Strandson. Kurt has a wealth of experience, insight, and influence. As the former president and chairman of the Mortgage Bankers and Broker... by Broker-to-Broker

35 min listen

Episode 163: You Are Here: The Mortgage Broker Advantage of Problem-Solving w/ Elena Boland, Broker Owner, Wholesale Mortgage Services: On this episode of Broker to Broker, host Marc Summers is joined once again by friend of the show and AIME community, Elena Boland, Broker Owner of Wholesale Mortgage Services. Elena has been changing her game and scaling her business since she was ... by Broker-to-Broker

32 min listen

Episode 161: How Mortgage Brokers and Financial Planners Can Work Together to Serve Their Clients w/ Justin Rocheleau, Owner of JR Mortgage Group Inc: On this episode of Broker to Broker, host JP Hussey sits down with Justin Rocheleau, Broker Owner of JR Mortgage Group Inc, to discuss how teaming up with financial planners can take your business to the next level. by Broker-to-Broker

37 min listen

Episode 160: Letting Things Grow By Letting Them Go: How to Foster Your Mortgage Business’ Skills, Staff, and Client Base w/ Elyin Perez, Broker Owner of ACE Lending Group: On this episode of Broker to Broker, host Marc Summers is joined by the Broker Owner of ACE Lending Group, Elyin Perez. Elyin hasn’t been in the wholesale channel long, but ever since going broker and joining the wholesale channel, by Broker-to-Broker

31 min listen

Episode 159: The Buck Stops with the Broker: Project Management for Mortgages w/ Allison Thenhaus, Mortgage Advisor/Broker at C2 Financial: On this episode of Broker to Broker, host JP Hussey is advised, informed, and inspired by Mortgage Advisor and Broker with C2 Financial, Allison Thenhaus! Allison is known as a Mortgage Advisor for multiple brokerages for a great reason. by Broker-to-Broker

40 min listen

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We’re Farmers, Not Hunters – How to Become a Client’s Lender for Life (With David Kakish) – Episode 182

We’re Farmers, Not Hunters – How to Become a Client’s Lender for Life (With David Kakish) – Episode 182

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